Backdoor Roth Conversion Tip [video]
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Quick Tip - Doing Backdoor Roth Conversions for clients and it got me thinking...
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Financial Blog For Busy Professionals & Impact Investors
The TSP’s I Fund is Changing [video]
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The TSP is changing the benchmark for its I Fund. Here are the details. Non-participants may also find the content relevant if you have an international fund or want to get exposure to that space.
Read More4 Things To Do When Moving from W-2 to Consulting Status
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I made a lot of mistakes when transitioned from a W-2 employee to a self-employed consultant. I wasn’t yet a financial planner and nobody in my life at the time had gone through this process. Here is what you need to know to have a much smoother transition than I did.
Read MoreRolling Excess 529 Contributions into a Roth IRA [video]
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Rolling Excess 529 Contributions into a Roth IRA
Read MoreThe #1 Thing I Wish Every CalSTRS Employee Knew [video]
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The #1 Thing I Wish Every CalSTRS Employee Knew
Read MoreAsk Linda: What should I do with this unexpected bonus?
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I will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?
Read MoreEverything you need to know about Required Minimum Distributions (RMDs)
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Everything you need to know about Required Minimum Distributions (RMDs).
Read MoreThe 3 Biggest Mistakes I see with DIY Plans [video]
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The 3 Biggest Mistakes I see with DIY Financial Plans
Read MoreWhat to do with your Old Employer Plans [video]
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So you've moved jobs a few times, you have a bunch of old employer plans, and you don't know what to do with them. Here are your options.
Read MoreUnderstanding your ESOP
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ESOPs are a type of qualified retirement plan. They are not as common as other qualified plans, such as 401ks and 403bs, but you may be offered the option to participate in an ESOP at some point in your working career. Learn how ESOPs are unique and the planning opportunities that come along with them.
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